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Invesco
IVZ

Overview Fund Activity

454 hedge funds and large institutions have $3.75B invested in Invesco in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 147 increasing their positions, 181 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
454
Holders Change
+6
Holders Change %
+1.34%
% of All Funds
9.18%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
59
Increased
147
Reduced
181
Closed
52
Calls
$26.3M
Puts
$26.5M
Net Calls
-$182K
Net Calls Change
+$1.15M

Top Buyers

1
TFM
Trian Fund Management
New York
$419M
2
Nomura Holdings
Nomura Holdings
Japan
$104M
3
PP
Prudential plc
United Kingdom
$90.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$55.1M
5
EWA
Exencial Wealth Advisors
Oklahoma
$10.8M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$101M
2
Vanguard Group
Vanguard Group
Pennsylvania
$521M
3
BlackRock
BlackRock
New York
$396M
4
Fidelity International
Fidelity International
Bermuda
$6.67M
5
KBC Group
KBC Group
Belgium
$464K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
151
Stratos Wealth Partners
Ohio
$1.25M -$589K -51,646 -32%
QWM
152
QP Wealth Management
New Jersey
$1.24M +$1.24M +4,444 New
SOMRS
153
State of Michigan Retirement System
Michigan
$1.23M +$134K +11,700 +12%
NIPH
154
NN Investment Partners Holdings
Netherlands
$1.22M +$28.5K +2,495 +2%
SO
155
STRS Ohio
Ohio
$1.2M +$58.3K +5,111 +5%
TD Asset Management
156
TD Asset Management
Ontario, Canada
$1.2M +$362K +31,698 +43%
Comerica Bank
157
Comerica Bank
Texas
$1.18M -$455K -32,519 -28%
CGH
158
Crossmark Global Holdings
Texas
$1.15M +$7.51K +658 +0.7%
TC
159
Truvestments Capital
Florida
$1.15M +$298K +26,133 +35%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$1.13M +$1.95K +171 +0.2%
AIM
161
ARGA Investment Management
Connecticut
$1.1M -$231K -20,245 -17%
MIM
162
MetLife Investment Management
New Jersey
$1.09M -$33.7K -2,951 -3%
HCA
163
Horan Capital Advisors
Ohio
$1.08M +$8.24K +722 +0.8%
Mitsubishi UFJ Asset Management
164
Mitsubishi UFJ Asset Management
Japan
$1.08M +$139K +12,186 +15%
Allianz Asset Management
165
Allianz Asset Management
Germany
$1.05M +$244K +21,387 +30%
CAN
166
Cetera Advisor Networks
California
$1.05M +$110K +9,667 +12%
UCFA
167
United Capital Financial Advisors
Texas
$1.03M +$29.4K +2,577 +3%
MA
168
MUFG Americas
New York
$1.01M +$176K +15,397 +21%
Baird Financial Group
169
Baird Financial Group
Wisconsin
$1.01M -$848K -74,325 -46%
Handelsbanken Fonder
170
Handelsbanken Fonder
Sweden
$996K – – –
Man Group
171
Man Group
United Kingdom
$968K +$100K +8,799 +12%
SC
172
Scotia Capital
Ontario, Canada
$966K +$43.6K +3,824 +5%
Janus Henderson Group
173
Janus Henderson Group
United Kingdom
$935K -$219K -19,189 -19%
Mirae Asset Global Investments
174
Mirae Asset Global Investments
South Korea
$928K +$189K +16,564 +26%
KAS
175
Kestra Advisory Services
Texas
$918K +$918K +80,416 New
5 6
7
8 9